Human Resource and Employment Services

Dayforce

Disney

Conference Minutes

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The following are the minutes of the 4Q25FY earnings call for $Disney(DIS.US) compiled by Dolphin Research. For a review of the earnings report, please refer to the article &#34;Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?&#34;1. Review of Core Financial Information1. DTC Net User Growth Rebounds Beyond Expectations: Streaming user growth continued to rebound in the fourth quarter, with Disney+ adding 4 million net new users (bundled packages) and Hulu adding 8.6 million (driven by the resumption of the Charter partnership and global brand expansion), both exceeding market expectations. The growth was mainly driven by high-quality content...

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Dominion Energy

NextDecade

Ameriprise Financial

PAR Tech

Disney (Minutes): Committed to double-digit percentage growth in earnings next year

Mizuho Maintains Dayforce Inc at Hold Rating with a Price Target of $70.00

Dayforce Inc. EVP Disposes of Company Common Stock

Dayforce shareholders approve Thoma Bravo's acquisition offer at $70 per share

Dayforce Inc. holds shareholder vote on merger with Dawn Bidco, LLC

T. Rowe Price Disposes of Dayforce Inc. Common Stock

Analysts Rate Stocks of Multiple Tech Companies

Dayforce released FY2025 9 Months earnings on October 29 After-Market (EST), actual revenue USD 1.428 B, actual EPS USD -1.0115

Dayforce released FY2025 Q3 earnings on October 29 After-Market (EST), actual revenue USD 481.6 M (forecast USD 481.22 M), actual EPS USD -1.2315 (forecast USD 0.2141)

Dayforce Inc forecasts 2026 revenue of $2.18 billion

Dayforce Inc Merger with Dawn Bidco Antitrust Waiting Period Expired, Further Approvals Needed

Dayforce to Release FY2025 Q3 Earnings on October 29 After-Market EST, Forecast Revenue USD 481.22 M, EPS USD 0.2141

T Rowe Price to oppose Thoma Bravo's bid for Dayforce

Dayforce Inc. Launches Dayforce Strategic Workforce Planning

Dayforce Inc. launches AI Workspace product Dayforce AI Workspace

Dayforce Releases Its 16th Talent Pulse Annual Report

Dayforce Inc. Establishes AI Ethics Committee

Dayforce Inc. Signs Annuity Contract with Nationwide to Transfer Pension Obligations

Dayforce Inc.'s EVP and CRO Disposes of Ordinary Shares

BI Asset Management Fund Significantly Reduces Holdings in Dayforce

Russell Investments Increased Holdings in Dayforce

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

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Meiwu Tech

Generation Income Properties

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OceanPal

Nucleus Research has released its 2026 WFM Technology Value Matrix, highlighting a shift in workforce management technology towards real-time decision support, enhancing ROI for organizations with large hourly workforces. Key players include Dayforce, Infor, and UKG Pro WFM, focusing on reducing manager workload and improving engagement through mobile access and skills-based scheduling. The report emphasizes the importance of integration with HR and payroll systems for compliance and efficiency. Leaders in the matrix excel in functionality and usability, while core providers meet basic needs. For more details, visit NucleusResearch.com.

prnewswire

11:15 ETNucleus Research Releases 2026 WFM Technology Value Matrix

Dayforce (DAY) has expanded partnerships with Emburse and DocuSign, enhancing its HCM platform. The stock trades at $69.86, reflecting a 1.9% return over 90 days and a 2.6% decline over the past year. Analysts suggest Dayforce is 20% undervalued, with a fair value of $70. The company shows potential for margin expansion and free cash flow growth, but risks include AI investment and regulatory pressures. The valuation indicates a 25% discount compared to future cash flow estimates, despite a higher P/S ratio than industry peers.

Simplywall

Assessing Dayforce (DAY) Valuation After Expanded Emburse And DocuSign Partnerships

CIBR

CYBR

CHKP

IHAK

Concerns about AI are spreading in the credit market. Media reports, citing informed sources who requested anonymity due to the private nature of the transactions, indicate that the syndicated loans of software companies including Avalara Inc., Citrix, Dayforce, and Proofpoint have dropped by 1 to 3 points in the secondary market from last Friday to this Tuesday. These loans were quoted close to par value as of December 31 of last year

- Leveraged loan traders are significantly reducing exposure to software industry debt, indicating market concerns about AI’s impact on credit markets.  
- Loans for companies like Avalara, Citrix, Dayforce, and Proofpoint dropped by 1 to 3 points in the secondary market this week, following high valuations close to par at the end of 2025.  
- The sell-off of software loans, previously backed by substantial private equity funding, has spread to broader U.S. credit risk indicators, which reached their lowest level since November 2025.

Wallstreetcn

First Trust Nasdaq Cybersecurity

Global X Cybersecurity ETF

iShares Expanded Tech Software Sector ETF

Cyber-ARK Software

Check Point Software

SPDR S&P Software

iShares Cybersecurity and Tech ETF

No signs of relief from the impact of AI yet, traders rush to sell software industry debt exposure

10:03 AM EST - Dayforce Inc. : Announced it has achieved ISO 42001 certification and attained NIST AI RMF attestation. Together, these independent validations underscore Dayforce’s disciplined enterprise-wide approach to developing, deploying, and managing AI systems in ways that promote fairness, security, and trust. Dayforce Inc. shares T.DAY are trading unchanged at $95.35.

Baystreet

Stocks in Play: Dayforce Inc.

Thoma Bravo has completed its acquisition of Dayforce, a leader in human capital management, for approximately $12.3 billion. Dayforce stockholders will receive $70.00 per share in cash, and the company's stock will be delisted from the NYSE and TSX. This acquisition aims to enhance Dayforce's growth and innovation in AI-driven HR technologies. Thoma Bravo, with over $181 billion in assets, plans to support Dayforce in expanding its reach and customer impact. Advisors for the transaction included Evercore and Goldman Sachs.

StockTitan

Thoma Bravo Completes Acquisition of Dayforce | DAY Stock News

Dayforce(DAY.US)

11:15 ETNucleus Research Releases 2026 WFM Technology Value Matrix

Assessing Dayforce (DAY) Valuation After Expanded Emburse And DocuSign Partnerships

No signs of relief from the impact of AI yet, traders rush to sell software industry debt exposure

Stocks in Play: Dayforce Inc.

Thoma Bravo Completes Acquisition of Dayforce | DAY Stock News